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Importing and Exporting Loyalty Programs and Promotions

You can export Siebel Loyalty programs and promotions to an .xml file, then import the program or promotion data either into the same Siebel Loyalty instance, or into a different Siebel Loyalty instance. The ability to import and export loyalty programs and promotions is useful if, for example, you want to move program or promotion data from the development to the production environment.

The procedures in this topic describe how to export and import loyalty programs and promotions.

Exporting Loyalty Programs and Promotions

Perform the steps in the following procedure to export loyalty programs and promotions.

To export loyalty programs or promotions

  1. To export a loyalty promotion:
    1. Navigate to the Loyalty Promotions Administration screen.
    2. Select the promotion you want to export from the Promotions list.

      You can select more than one promotion for export.

    3. Click the Export Promotions button.

      The promotion is exported to an .xml file. The value of the File Name process property of the LOY EAI Export Promotions workflow determines the name and location of the exported .xml file. The default directory and file name is D:\eaipromotions.xml.

    4. Move the eaipromotions.xml file to a directory in the Siebel File System to which the Siebel Service owner has read and write permission.
  2. To export a loyalty program:
    1. Navigate to the Loyalty Program Administration screen.
    2. Select the program you want to export from the Programs list.
    3. Click the Export Program button.

      The program is exported to an .xml file.The value of the File Name process property of the LOY EAI Export Program workflow determines the name and location of the exported file. The default directory and file name is D:\eaiprogram.xml.

    4. Move the eaiprogram.xml file to a directory in the Siebel File System to which the Siebel Service owner has read and write permission.

The exported program or promotion can now be imported from the relevant .xml file into Siebel Loyalty.

Importing Loyalty Programs

You can import loyalty programs that were previously exported from a Siebel Loyalty instance into your Siebel Loyalty implementation. The following program data is imported during the import process:

  • Tiers
  • Partners
  • Program-level attributes
  • Promotion data

The following procedure describes how to import a loyalty program.

To import loyalty programs

  1. Navigate to the eaiprogram.xml file that contains the program data you want to import.
  2. Edit the file if any changes to the data are required.

    CAUTION:  Do not change the value of the Program Id. If you do, then the program import process fails.

  3. Navigate to the Loyalty Program Administration screen.
  4. Click the Import Program button.

    The program data in the eaiprogram.xml file is imported into Siebel Loyalty. During the program import process, Siebel Loyalty validates the values specified for the program. If invalid values are identified, then the import stops, and an error message is displayed.

  5. Entity row IDs automatically assigned in the original program, for example, tier IDs, product IDs and partner IDs, are retained when a program is imported. Replace these row IDs with equivalent row IDs for the Siebel Loyalty instance into which you imported the program.

Importing Loyalty Promotions

You can import one or more loyalty promotions that were previously exported from Siebel Loyalty into your Siebel Loyalty implementation. You can associate the imported promotion with a new program or with an existing program. During the import process, the following data associated with the promotion is imported:

  • Rules
  • Products
  • Promotion-specific attributes
  • Displayed attributes
  • Tiers
  • Incentive choices

Hierarchical rules data defined for the promotion is not imported.

The following procedure describes how to import a loyalty promotion.

NOTE:  If a promotion is exported and then imported into the same Siebel Loyalty instance, then you must delete the tag <PromotionNumber> value </PromotionNumber> in the exported eaipromotions.xml file before importing the promotion. Each promotion must have a unique promotion number value.

To import loyalty promotions

  1. Navigate to the eaipromotions.xml file that contains the promotion data you want to import, and make any changes to the data that are required, for example, you might want to change the product associated with the promotion, or amend the criteria for one of the rules.

    CAUTION:  Do not change the value of the Promotion Id. If you do, then the promotion import process fails.

  2. Navigate to the Loyalty Promotions Administration screen.
  3. Click the Import Promotions button.

    Data for all promotions included in the eaipromotions.xml file is imported into Siebel Loyalty.

    During the promotion import process, Siebel Loyalty validates the values specified for the promotion. If invalid values are identified, for example, if the promotion uses attribute names that are not defined within the promotion, then the import stops, and an error message is displayed.

    NOTE:  Define any program level attributes used by a promotion before importing the promotion.

    If multiple promotions are imported in a single eaipromotions.xml file, then each promotion is validated individually. If an error occurs during the import process for any one promotion, then import processing for all promotions stops.

  4. After a promotion is imported, it is in an inactive state and must be activated as follows:
    1. Navigate to the Loyalty Promotions Administration screen.
    2. Select the promotion you previously imported, then click the Activate button.
  5. Update the following values for the imported promotion:
    • Entity row IDs automatically assigned in the original promotion, for example, tier IDs, product IDs, and partner IDs, are retained when a promotion is imported. These row IDs must be replaced with equivalent row IDs for the Siebel Loyalty instance into which you imported the promotion.

      To update the row IDs, re-select any program level attributes that are associated with a selection dialog box (pick applet), and that are used in the criteria or actions defined for the promotion. Reselecting these attributes updates the appropriate row IDs in the Expression field.

    • The start date and end date defined for a promotion are retained when a promotion is imported. Change these fields if required.
Related Topics

LOY EAI Export Program Workflow

LOY EAI Import Program Workflow

LOY EAI Export Promotions Workflow

LOY EAI Import Promotion Workflow

    
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